Aditya Birla Sun Life Dynamic Bond Fund vs Kotak Dynamic Bond Fund Regular Plan Growth compare
Kotak Dynamic Bond Fund Regular Plan Growth
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2779 Cr | ₹1915 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 May 2008 | 27 Sep 2004 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt Index B-III | NIFTY Composite Debt Index B-III |
| Turn Over | 45% | 24% |
| Expense Ratio | 1.33 | 1.23 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174K01FA2 | INF209K01793 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.4% | 0.18% |
| 6 Month | 1.25% | 1.39% |
| 1 Year | 5.25% | 6.6% |
| 3 Year | 7% | 7.42% |
| 5 Year | 5.38% | 6.65% |
SIP Return Analysis
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.6% | 0.68% |
| 1 Year | 3.83% | 4.78% |
| 3 Year | 6.66% | 7.2% |
| 5 Year | 6.31% | 7.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 8.51% | 7.44% |
| 3 Year | 8.54% | 7.91% |
| 5 Year | 8.59% | 8.41% |
Risk Management
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.14% | 2.47% |
| Sharp | -0.07% | 0.36% |
| Beta | 1.08% | 0.92% |
| Alpha | -0.1% | 0.93% |
Fund Managers
| Scheme Name | Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 33 | 55 |
| Kotak Dynamic Bond Fund Regular Plan Growth | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Dynamic Bond Fund Regular Plan Growth |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
|---|---|---|
| Others | 92.48 | 100 |
| Real Estate | 6.15 | - |
| Financial Services | 1.38 | - |
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